近期“以旧换新”政策有何变化？——每周经济观察第38期

Group 1 - The "old-for-new" policy has been adjusted in at least 19 provinces and cities since July, primarily to smooth the use of subsidy funds, with a total of 690 billion yuan allocated for the third batch of subsidies [2][10][12] - Most provinces and cities have implemented limit management on subsidy amounts, with 16 out of 19 provinces mentioning this, such as Shanxi's daily allocation for various categories [3][11] - Some provinces have reduced subsidy standards, like Guizhou, which lowered the subsidy for purchasing new energy vehicles from 16% to 10% [3][11] Group 2 - The Huachuang Macro WEI index remains high at 7.53% as of September 14, indicating an upward trend in economic activity [4][16] - Real estate sales have shown an increase, with a 15% year-on-year growth in housing transactions in 67 cities as of September 19 [4][23] - Retail sales of passenger cars have maintained low growth, with a year-on-year increase of only 1% in the second week of September [5][23] Group 3 - The construction sector shows fluctuations, with asphalt plant operating rates at 34.4%, up 8.5% year-on-year [5][26] - The average land premium rate remains low at 3.75% for the first two weeks of September [5][23] - The port container throughput remains high, with a cumulative year-on-year increase of 10.9% as of September 14 [5][35] Group 4 - The central government is addressing "involution" issues, emphasizing the need to regulate low-price competition among enterprises [5][27] - The automotive industry has introduced a stable growth plan, focusing on controlling payment terms [5][27] - Various industries, including coal and steel, are under scrutiny for capacity management and compliance with regulations [5][27]